Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$359,925
+$6,305 QoQ
Shares Held
5,809
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#933
of 1,452 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Yoder Wealth Management, Inc. holds $359,925 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,809 | $359,925 |
All Filings in O
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,925 | 5,809 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $353,620 | 5,780 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $301,635 | 5,351 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $311,487 | 5,124 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $277,392 | 4,815 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $264,003 | 4,551 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $241,893 | 4,529 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $272,262 | 4,293 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $200,548 | 3,707 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||